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Dimensional Etf Trust shares owned by Trinity Financial Advisors

Quarter-by-quarter ownership of Dimensional Etf Trust (DFIV) shares owned by Trinity Financial Advisors from 13F filings

Historical chart of Trinity Financial Advisors investment in Dimensional Etf Trust

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All positions including Dimensional Etf Trust held by Trinity Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Trinity Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $21M 601k 35.36
2024-09-30 $22M 619k 34.96
2024-06-30 $22M 602k 35.94
2024-03-31 $22M 590k 36.75
2023-12-31 $20M 567k 34.36
2023-09-30 $13M 392k 32.62
2023-06-30 $11M 324k 32.85
2023-03-31 $8.3M 259k 32.23
2022-12-31 $5.7M 187k 30.40

More positions owned by Trinity Financial Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Owl Rock Capital Corporation (OBDC)
Dimensional Etf Trust Us Equity Etf (DFUS)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Value Etf (VTV)

View all positions for Trinity Financial Advisors

Top funds holding Dimensional Etf Trust

Mercer Global Advisors
Envestnet Asset Management
Colony
Savant Capital Management
Northern Trust
Pnc Financial Services
Buckingham Strategic Partners
Index Fund Advisors
Creative Planning
Foster Group
HighTower Advisors
CI Private Wealth
Plan
Modera Wealth Management
HPM Partners

View all funds holding Dimensional Etf Trust